Individual Revocable Trust W9 Form

Individual Revocable Trust W9 Form – W9 must be signed within past 6 months. John smith has a revocable trust (the john and jane smith revocable trust). Check the llc box above and, in the entry space, enter the appropriate code (c, s, or p) for the tax. Now my bank has notified me that the irs has notified them of a mismatch.

Only one name, one number, and one signature per w9 (cannot do husband & wife on one form). Do not confuse them with 2 names. If the grantor is living and the trust is revocable use the social security number and the real name the irs will not accept the social security number and a different name. Figure out who needs to be paid before filling out a w9.

Name (as shown on your income tax return). If you are receiving income or benefits from a family trust, those benefits are generally taxable. The bank representative suggested that, although it is a trust account, i should have checked individual/sole proprietor or single member llc. so i resubmitted the form, completely leaving off the name of the trust and changing the federal tax classification as suggested.

I know the purest will say either name/ss# should work. The trust uses my ss#. This is not a form that the public will see so you may maintain your privacy.

I’ve now received new divison orders although some operators took over 2 months to process!! I carefully read the instructions on the w9 and as i interpret them i simply put my name exactly as it appears on my tax return.

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Ex99.4 Form W9